UNIVERSITY OF MISSOURI MEDICAL SCHOOL FOUNDATION INCORPORATED: Form 990, tax year 2023
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- Organization
- UNIVERSITY OF MISSOURI MEDICAL SCHOOL FOUNDATION INCORPORATED (EIN 43-6036792)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-04
- IRS object ID
- 202500359349301630
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-04T16:58:50-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431126847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS-KEEPERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 WEST BROADWAY SUITE 100 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436036792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF MISSOURI - COLUMBIA | BusinessNameLine1Txt |
| Business Name Line2 | MEDICAL SCHOOL FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5738828010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MA 212 MEDICAL SCIENCES BUILDING | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESS BERKEY | PersonNm |
| Person Title | VICE-PRESIDENT, FINANCE | PersonTitleTxt |
| Phone | 5738828010 | PhoneNum |
| Signature | 2025-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA SCHULTZ | PreparerPersonNm |
| PTIN | P02235888 | PTIN |
| Phone | 5734426171 | PhoneNum |
| Preparation | 2025-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TED GROSHONG MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MA 212 MEDICAL SCIENCES BUILDING | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $167,775 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROMOTES AND FURTHERS MEDICAL EDUCATION AT THE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL AND PROVIDES SUPPORT IN THE FORM OF STUDENT LOANS, SCHOLARSHIPS AND OTHER RELATED ACTIVITES AND FUNCTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $175 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,376 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,304 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,545 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,149 | CYProgramServiceRevenueAmt |
| PY Investment Income | $96,505 | PYInvestmentIncomeAmt |
| CY Investment Income | $116,147 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,170 | PYOtherRevenueAmt |
| CY Other Revenue | $175 | CYOtherRevenueAmt |
| PY Total Revenue | $139,596 | PYTotalRevenueAmt |
| CY Total Revenue | $167,775 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,292 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $49,899 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,165 | PYOtherExpensesAmt |
| CY Other Expenses | $42,699 | CYOtherExpensesAmt |
| PY Total Expenses | $112,457 | PYTotalExpensesAmt |
| CY Total Expenses | $92,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,139 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $75,177 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,028,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,238,465 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,028,187 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,238,465 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL FOUNDATION, INC. IS FORMED FOR THE PURPOSE OF PROMOTING AND FURTHERING MEDICAL EDUCATION IN THE STATE OF MISSOURI AND SPECIFICALLY AT THE SCHOOL OF MEDICINE OF THE UNIVERSITY OF MISSOURI-COLUMBIA CAMPUS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $84,260 | ExpenseAmt |
| Grant | $49,899 | GrantAmt |
| Revenue | $5,149 | RevenueAmt |
| Desc | THE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL FOUNDATION, INC. PROMOTES AND FURTHERS MEDICAL EDUCATION AT THE UMC MEDICAL SCHOOL. THE FOUNDATION PROVIDES SUPPORT MAINLY THROUGH LOANS, SCHOLARSHIPS AND OTHER RELATED ACTIVITIES PERTAINING TO MEDICAL EDUCATION AND HEALTH CARE RELATED ACTIVITIES AND FUNCTIONS. | Desc |
| Total Program Service Expenses | $84,260 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC KEITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5738828010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MA210 HEALTH SCIENCES CTR - DC01800 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65212 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TED GROSHONG MD | ||||||
| PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY DOHRMANN MD | ||||||
| SECRETARY | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE DANIELS MD | ||||||
| VICE PRESIDENT | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| R WADE SCHONDELMEYER MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ANGELA R STEWART MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOHN DUFF MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CARLA DYER MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA GUNN MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DAVID KELLER | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| NABILA KHALEEL MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PHILIP MITCHELL MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW SMITH MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| STEVE SMITH MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TAJUDEEN SOYOYE MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| KELVIN L WALLS MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PEGGY WANNER BARJENBRUCH MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ABIGAIL EMERSON MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| NANCY MABE MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ALFRED JOHNSON MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| EARLINE BROWNRIDGE MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| RICK BAROHN MD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JESS BERKEY | ||||||
| VICE PRESIDENT, FINANCE | 5.00 | Yes (X) | $0 | $10,410 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $10,410 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $46,304 | AllOtherContributionsAmt |
| Total Contributions | $46,304 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST-STUDENT LOANS | Desc |
| Business | 522200 | BusinessCd |
| Total Revenue Column | $5,149 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,149 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,149 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,954 | TotalRevenueColumnAmt |
| Exclusion | $8,954 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,193 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,193 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,193 | TotalRevenueColumnAmt |
| Exclusion | $107,193 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 522200 | BusinessCd |
| Total Revenue Column | $175 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $175 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $175 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,149 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $175 | UnrelatedBusinessRevenueAmt |
| Exclusion | $116,147 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,899 | TotalAmt |
| Program Services | $49,899 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,015 | TotalAmt |
| Management And General | $3,015 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,304 | TotalAmt |
| Management And General | $5,304 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,197 | TotalAmt |
| Program Services | $1,178 | ProgramServicesAmt |
| Management And General | $19 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,085 | TotalAmt |
| Program Services | $3,085 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDZOU CLINIC EXPENSES | $17,342 | $17,342 |
| MISCELLANEOUS | $11,795 | $11,795 |
| STUDENT ACTIVITIES | $961 | $961 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,598 | TotalAmt |
| Program Services | $84,260 | ProgramServicesAmt |
| Management And General | $8,338 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,054 | BOYAmt |
| EOY | $921,400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,134 | BOYAmt |
| EOY | $877,178 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,046,726 | BOYAmt |
| EOY | $3,188,913 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,273 | BOYAmt |
| EOY | $250,974 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,028,187 | BOYAmt |
| EOY | $5,238,465 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,834 | BOYAmt |
| EOY | $859,768 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,240,353 | BOYAmt |
| EOY | $4,378,697 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,028,187 | BOYAmt |
| EOY | $5,238,465 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,028,187 | BOYAmt |
| EOY | $5,238,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $75,177 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $135,101 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,304 | CurrentTaxYearAmt |
| Total | $268,667 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,565 | CurrentTaxYearAmt |
| Total | $184,477 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,869 | CurrentTaxYearAmt |
| Total | $453,144 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,899 | SubstantialContributorsTotAmt |
| Public Support Total170 | $432,245 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,954 | CurrentTaxYearAmt |
| Total | $313,472 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $175 | CurrentTaxYearAmt |
| Total | $175 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $766,791 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,923 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,437,683 | BeginningYearBalanceAmt |
| Contributions | $12,350 | ContributionsAmt |
| Investment Earnings Or Losses | $244,752 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $49,899 | GrantsOrScholarshipsAmt |
| Other Expenditures | $618 | OtherExpendituresAmt |
| Administrative Expenses | $8,454 | AdministrativeExpensesAmt |
| End Year Balance | $3,635,814 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,587,239 | BeginningYearBalanceAmt |
| Contributions | $11,400 | ContributionsAmt |
| Investment Earnings Or Losses | -$111,456 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,614 | OtherExpendituresAmt |
| Administrative Expenses | $8,886 | AdministrativeExpensesAmt |
| End Year Balance | $3,437,683 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,447,883 | BeginningYearBalanceAmt |
| Contributions | $35,350 | ContributionsAmt |
| Investment Earnings Or Losses | $485,253 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $380,629 | GrantsOrScholarshipsAmt |
| Other Expenditures | $613 | OtherExpendituresAmt |
| Administrative Expenses | $5 | AdministrativeExpensesAmt |
| End Year Balance | $3,587,239 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,826,606 | BeginningYearBalanceAmt |
| Contributions | $8,935 | ContributionsAmt |
| Investment Earnings Or Losses | $658,994 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,200 | GrantsOrScholarshipsAmt |
| Other Expenditures | $447 | OtherExpendituresAmt |
| Administrative Expenses | $5 | AdministrativeExpensesAmt |
| End Year Balance | $3,447,883 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,947,156 | BeginningYearBalanceAmt |
| Contributions | $9,650 | ContributionsAmt |
| Investment Earnings Or Losses | -$76,149 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $53,563 | GrantsOrScholarshipsAmt |
| Other Expenditures | $483 | OtherExpendituresAmt |
| Administrative Expenses | $5 | AdministrativeExpensesAmt |
| End Year Balance | $2,826,606 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNIV OF MISSOURI POOLED ENDOWMENT FUND | Desc |
| Book Value | $3,188,913 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,188,913 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE INCOME FROM ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS FOR MEDICAL STUDENTS AND PROGRAMS RELATING TO EDUCATION AND RESEARCH AT THE UNIVERSITY OF MISSOURI MEDICAL SCHOOL, COLUMBIA. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR MEDICAL EDUCATION | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $49,899 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS AN AGREEMENT WITH THE CURATORS OF THE UNIVERSITY OF MISSOURI WHEREBY THE UNIVERSITY SERVICES THE MEDICAL SCHOOL FOUNDATION'S LOANS AND SCHOLARSHIPS THROUGH THE UNIVERSITY'S STUDENT FINANCIAL AID OFFICE. SCHOLARSHIPS ARE AWARDED BY A SCHOLARSHIP COMMITTEE AFTER SCREENING OF APPLICANTS BY THE FINANCIAL AID OFFICE IN ACCORDANCE WITH RESTRICTIONS ESTABLISHED BY DONORS. MEDICAL SCHOOL FOUNDATION LOAN PROCEDURES ARE THE SAME AS FOR REGULAR STUDENT LOANS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESS BERKEY | PersonNm |
| Title | VICE PRESIDENT, FINANCE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $8,032 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $2,378 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $10,410 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, COLUMN B & COLUMN D | FormAndLineReferenceDesc |
| Explanation | AMOUNTS REPORTED IN PART VII, COLUMN D AND COLUMN F REPRESENT COMPENSATION PAID BY THE UNIVERSITY OF MISSOURI, AN UNRELATED ORGANIZATION, FOR SERVICES PROVIDED TO THE MEDICAL SCHOOL FOUNDATION BY VIC ARNOLD IN HIS CAPACITY AS THE VICE-PRESIDENT OF FINANCE. THE UNIVERSITY OF MISSOURI INCLUDES SUCH AMOUNTS IN THE W-2 ISSUED TO HIM. IN ADDITION, AS AN EMPLOYEE OF THE UNIVERSITY OF MISSOURI, HE PARTICIPATES IN THE UNIVERSITY OF MISSOURI RETIREMENT PLAN. HOWEVER, THE MEDICAL SCHOOL FOUNDATION IS NOT PROVIDED THE DETAIL OF HIS EMPLOYER-PROVIDED BENEFITS. THEREFORE, THE AMOUNT OF RETIREMENT PLAN CONTRIBUTIONS MADE BY HIS EMPLOYER IS INCLUDED WITH OTHER NONTAXABLE BENEFITS IN PART VII, COLUMN F. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ACCOUNTING MANAGER REVIEWS A DRAFT OF FORM 990 AND OBTAINS MISSING INFORMATION. THE FORM 990 IS REVIEWED BEFORE FILING BY THE BOARD AND EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT CURRENTLY HAVE A CONFLICT OF INTEREST POLICY. |
| FORM 990, PART XII, LINE 1 | THE FOUNDATION PREPARES ITS FINANCIAL STATEMENTS ON THE MODIFIED CASH BASIS OF ACCOUNTING. |
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